文章核心观点 - 3月Applovin股价暴跌18.2%，主要受第三份卖空报告及行业整体下行影响，公司管理层反驳报告并展开调查，近期还参与TikTok美国业务竞购，投资者可重新审视该公司 [1][6][10] 股价表现 - 3月Applovin股价暴跌18.2%，2月已受两份卖空报告冲击，3月又遭第三份报告打击 [1] 卖空报告情况 - 3月27日，卖空对冲基金经理Muddy Waters发布针对Applovin的卖空报告 [2] - Muddy Waters称Applovin新数字广告引擎采用不光彩策略提升收入，软件刮取用户ID和数据，违反应用商店规则，还使用“再营销”方法提高广告销售 [3] - Muddy Waters认为Applovin新电商广告商仅获得25% - 35%“增量”需求，而公司管理层称移动游戏平台支出增量接近100% [4] - Muddy Waters的指控与2月Fuzzy Panda和Culper Research的卖空报告类似，认为Applovin软件应被主要应用商店“下架” [5] 行业环境 - 3月整个科技行业表现不佳，白宫关税政策引发市场担忧，数字广告商受影响尤其严重 [6] 公司应对措施 - 管理层在首份卖空报告后坚决反驳，Muddy Waters报告发布后，CEO Adam Foroughi再次反驳并展示Grok AI查询结果 [8] - 公司聘请Quinn Emanuel Urquhart & Sullivan律师事务所彻底调查卖空者的指控 [9] 公司动态 - 近期Applovin有意竞购TikTok美国业务，该业务可能被其中国母公司字节跳动剥离 [10]

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in APP over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. The info ...

NEW ORLEANS, April 4, 2025 /PRNewswire/ -- ClaimsFiler, a FREE shareholder information service, reminds investors that they have until May 5, 2025 to file lead plaintiff applications in a securities class action lawsuit against AppLovin Corporation (NasdaqGS: APP), if they purchased the Company's securities between May 10, 2023 and February 25, 2025, inclusive (the "Class Period").  This action is pending in the United States District Court for the Northern District of California.Get HelpAppLovin investors ...

RADNOR, Pa., April 4, 2025 /PRNewswire/ -- The law firm of Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) informs investors that securities class action lawsuits have been filed against AppLovin Corporation ("AppLovin") (NASDAQ: APP) on behalf of those who purchased or otherwise acquired AppLovin securities between May 10, 2023, and February 25, 2025, inclusive (the "Class Period"). The lead plaintiff deadline is May 5, 2025.CONTACT KESSLER TOPAZ MELTZER & CHECK, LLP: If you suffered AppLovin losses, you ...

AppLovin CEO Adam Foroughi provided more clarity on the adtech company's late-stage bid to acquire TikTok, calling theirs a "much stronger bid than others" on CNBC's The Exchange Friday afternoon.Foroughi said the company is proposing a merger between AppLovin and the entire global business of TikTok, characterizing the deal as a "partnership" where the Chinese could run the app while leveraging AppLovin's AI-powered advertising model to expand the business and give the company access to the U.S. public mar ...

文章核心观点 - 法律事务所Kessler Topaz Meltzer & Check, LLP告知投资者，已代表在2023年5月10日至2025年2月25日期间购买或获得AppLovin证券的人，向美国加利福尼亚北区联邦地区法院对AppLovin Corporation提起证券集体诉讼，首席原告申请截止日期为2025年5月5日 [1] 被告涉嫌不当行为 - 投诉称在集体诉讼期间，被告作出重大虚假和/或误导性陈述，未披露公司业务、运营和前景的重大事实 [3] - 具体包括AppLovin的应用程序部门依赖“点击劫持”和“点击欺骗”等欺诈性广告做法；广告和电子商务计划依赖拦截和盗用广告归因信用；采用后门安装方案强制用户安装不需要的应用程序；收入被虚假夸大；被告关于公司业务、运营和前景的陈述在所有相关时间均为重大虚假和误导性或缺乏合理依据 [3] 首席原告程序 - AppLovin投资者可在2025年5月5日前，通过Kessler Topaz Meltzer & Check, LLP或其他律师申请被指定为集体诉讼的首席原告代表，也可选择不作为，继续作为缺席集体成员 [4] - 首席原告是代表所有集体成员指导诉讼的一方，通常是财务利益最大且能代表拟议投资者集体的投资者或小投资者群体，首席原告选择代表自己和集体的律师，经法院批准后成为首席或集体律师，是否担任首席原告不影响分享任何赔偿的权利 [4] 律所相关信息 - Kessler Topaz Meltzer & Check, LLP鼓励遭受重大损失的AppLovin投资者直接联系该律所获取更多信息 [5] - 该律所可在美国各州和联邦法院以及世界各地提起集体诉讼，在全球享有卓越声誉，为欺诈和其他公司不当行为的受害者追回了数十亿美元，工作目标是保护投资者、消费者、员工等免受企业和受托人欺诈、滥用、不当行为和疏忽的侵害，此次诉讼的投诉并非该律所提交 [5] 联系方式 - 若遭受AppLovin损失，可点击链接https://www.ktmc.com/new-cases/applovin-corporation?utm_source=PR&utm_medium=link&utm_campaign=app&mktm=r 或联系律师Jonathan Naji，电话(484) 270 - 1453，邮箱info@ktmc.com [2] - Kessler Topaz Meltzer & Check, LLP联系地址为280 King of Prussia Road, Radnor, PA 19087 [6]

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In AppLovin To Contact Him Directly To Discuss Their OptionsIf you purchased or acquired securities in AppLovin between May 10, 2023 to February 25, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).[You may also click here for additional information]NEW YORK, April 3, 2025 /PRNewswire/ -- Faruqi & Faruqi ...

PHILADELPHIA, April 03, 2025 (GLOBE NEWSWIRE) -- Berger Montague PC advises investors that a securities class action lawsuit has been filed against AppLovin Corporation (“AppLovin” or the “Company”) (NASDAQ: APP) on behalf of purchasers of AppLovin securities between May 10, 2023 through February 25, 2025, inclusive (the “Class Period”). Investor Deadline: Investors who purchased or acquired AppLovin securities during the Class Period may, no later than MAY 5, 2025, seek to be appointed as a lead plaintiff ...

NEW YORK, April 03, 2025 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of AppLovin Corporation (NASDAQ: APP). Shareholders who purchased shares of APP during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/applovin-corporation-loss-submission-form/?id=140436&from=3  CLASS PERIOD: May ...

Is the excitement surrounding chipmaker Nvidia fading? As of Monday, shares of the tech giant were down 19% since the start of 2025. Whether that's due to its high valuation, concerns about the economy, tariffs, or the possibility of a slowdown in tech spending on the horizon, investors don't appear as eager to own the stock anymore.What may surprise you is that even over the past 12 months, Nvidia stock has risen by just 20% -- a solid return but not the type investors may have been expecting from the chip ...